+15.2%
PLD vs BB
-30.6%
+45.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.4% | -5.6% | +3.2% | -1.6% |
| 30D | -2.4% | -11.8% | +9.4% | -1.0% |
| 3M | -3.8% | -25.5% | +21.7% | -1.2% |
| 6M | 0.0% | +121.3% | -121.2% | -14.4% |
| YTD | +9.2% | +103.2% | -93.9% | -5.4% |
| 1Y | +25.9% | +102.6% | -76.7% | +8.3% |
| 3Y | +21.3% | +37.5% | -16.2% | +5.9% |
| All | +15.2% | -30.6% | +45.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling